Resources at Your Fingertips
Tools and resources to help you be financially fearless!
Browse the latest about:
MoneyTalks
Side Hustle Taxes Made Simple: A Beginner’s Guide to Business Finances for Women
Living Abroad? What Americans Need to Know About Taxes, Digital Nomad Rules, and Cross-Border Financial Planning
Q4 Money Moves: How to Max Out Retirement Accounts and Lower Taxes Before December 31
Listen to Koren Vining as she shares what year-end money moves to do to maximize your retirement and tax savings before year’s end.
Planning for Life’s Transitions: Retirement, Tax Strategies, and Wealth Protection
Women & Money – The Shit We Don’t Talk About Podcast
Smart Year-End Tax & Retirement Strategy with Carolyn Rowland
Learn what money moves to make before the year ends. Dive into this episode about year-end tax and retirement strategy with Carolyn Rowland
Ep 21: Reducing Your Taxes with Ronica Brown
Ep 20: A Proactive Approach to Tax Planning with Eric Blake, CFP®
Smart Advice
Treasury Bills vs. High Yield Savings Accounts: The Tax Angle Most People Miss
Financial Products, Oh My!
What I’m Seeing in My Practice: How to End the Year with More Clarity (and Less Chaos)
The Big Beautiful What? A Plain-English Look at the New Tax Bill
How to get tax records and transcripts from IRS?
Access to your IRS account can provide you with information about your previously filed tax returns or payments due.
How to Write Off My Vehicle for Business
VEHICLE DEDUCTION: There are two IRS approved methods to deducting the business use of your vehicle: MILEAGE METHOD and ACTUAL EXPENSE METHOD.
What business expenses can I deduct?
Unlocking the Mega Backdoor Roth: Maximizing Retirement Saving
What is a Roth IRA? What is a Roth 401k? Do I make too much money to qualify? What about backdoor vs. mega backdoor?
How long do I need to hold my RSUs to save on taxes?
Financial Foundations for Women eBook
You’ve been meaning to get your finances in order—but where do you start?
Right here. This eBook is your no-stress, no-fluff guide to finally taking control of your money. With simple, fillable worksheets, you'll quickly see where your money’s going, start building emergency savings, and map out real goals for the life you actually want. No more feeling behind. No more handing over control. This is clear, doable, and made for busy women like you. You’re not waiting another day—you’re starting now.
Free Guides to Help You on Your Financial Journey
Download the Divorce Prep Checklist
Download 8 Savvy Ways Women Invest
Download 10 Ways to Own Your Finances Like A Badass
Net Worth
Download the Family Emergency Binder
SMART Goal Worksheet
Snowball Method
Download Where is My Money Going Worksheet
Divorce Prep Check List
INSIDE YOU’LL LEARN:
- The documents you need to gather
- A description of divorce professionals and what they do
- How to create your divorce team
- Tips to consider along the way
8 Savvy Ways Women Invest Their Money
INSIDE YOU’LL FIND:
- The step-by-step process financially savvy women use to invest and take control of their wealth.
- Valuable resources to dive deeper into each investment step, equipping yourself with the knowledge to make informed financial decisions.
- How these investments play a critical role in establishing your financial foundation for a secure future.
- Tips to consider along the way, ensuring a smooth and successful journey towards financial independence.
10 Ways to Own Your Finances Like A Badass
INSIDE YOU’LL FIND:
- 10 steps to own your finances
- Where to start on owning your financial future
- Stats about the power of your money
Determine Your Net Worth
NET WORTH WORKSHEET!
- This may be one of the biggest steps as it requires you to gather all your financial information in one space. Once this powerful step is complete, you’ll have a solid understanding of where you have been and the information you need to move ahead.
- Grab a pencil and download this worksheet.
- You got this and we got you!
Family Emergency Binder
INSIDE YOU’LL FIND:
- Six color-coded sections to gather all essential information
- An emergency call tree
- Detailed information for up to 4 family members
- We even included your furry family members
S.M.A.R.T. Goals
GET A HOLD ON YOUR GOALS WORKSHEET!
- You will have a mix of tips and tricks that will help you take charge of where your money is going.
- Any of these small changes can make a big impact on a healthy financial lifestyle.
- And, this is just the beginning!
Snowball Method
GET YOUR SNOWBALL METHOD WORKSHEET!
- You will have a mix of tips and tricks that will help you take charge of where your money is going.
- Any of these small changes can make a big impact on a healthy financial lifestyle.
- And, this is just the beginning!
Where’s My Money Going Worksheet
INSIDE YOU’LL LEARN:
- How much money is coming into your house every month
- What your expenses are every month
- Reflection questions to understand your spending.